Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance

Education

  • MBA, Duquesne University, 1985
  • BS Economics, Pennsylvania State University, 1979

Awards & recognition

  • Ameriprise Client Experience Award, Years 2020, 2021 & 2022
  • Five Star Wealth Manager, 2012 - 2014, 2016 - 2022
  • Premier Protection Award, RiverSource Life Insurance Company , 2014

Community participation

Member, Board of Directors as well as past president and treasurer, Sweetwater Center for the Arts in Sewickley,PA

Member, Board of Trustees and president, Valley Care Association

Former board member and treasurer, Three Rivers Rowing Association, Pittsburgh PA

Former board member, Sewickley YMCA, Sewickley PA

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Interests

  • Married for 17 years to my wife, Anne, a native of County Cork, Ireland
  • Amateur photographer and you may see my work in local galleries
  • When it snows, you may find me snowboarding at Hidden Valley,PA
  • And when its a bit warmer, I enjoy running outdoors and participating in 5k races around western PA
  • Also, for variety, I hop on my road bike and cycle the back roads of Allegheny County

My photos

2 albums
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